How to Set-up an On-Site Enrollment
1.Telephone / Personal Contact:
Shannon Brougham, Business Development Officer
904-723-6300 x 3245 or 800-342-2352 x 3245
We will discuss any special needs or concerns you have.
We'll also select a date and time for the On-Site Enrollment,
as well as how you want it conducted (open or by preset
appointments.) We will also discuss how we will promote the
event. In addition to Poster announcements, we will provide an
invitation to each of your employees by one of these methods:
Email, U.S. Mail, or Payroll Attachment.
2. Promote Event: While we do all the work at the On-Site
visit, we need your assistance ahead of time to make our visit
as beneficial and productive as possible. We provide all the
materials needed to do so. There is no expense to your
company. The materials will be either mailed or delivered in
plenty of time for your event / our visit to be well
advertised.
~Distribute any provided materials.
~Display our announcement poster(s) and enrollment
packages/brochure kiosk in your break room or other common
area. Also, display appointment sign up sheet, if you have
selected this type of enrollment.
~Remind employees (via Email, Memo or Announcement) on the
day before our visit that we will be there the next day.
3. Day of Event:
~Provide a space for us to meet with your employees.
~Attend event if your schedule permits. Though this is not
required, we always welcome the attendance of our
Ambassadors.

